होम / म्युचुअल फंड / Equity - Banking / Sundaram Fin Serv Opportunities (G)

Sundaram Fin Serv Opportunities (G)

कैटेगरी:

Equity - Banking

फंड हाउस:

Sundaram Mutual Fund

NAV:

₹ 104.6900

-0.36%

(27 May, 2026 तक)

फंड साइज:

₹ 80.12 Cr

एक्सपेंस रेश्यो:

-0.38%

Date : — NAV : —

3 रिटर्न की गणना

Sundaram Fin Serv Opportunities (G) ओवरव्यू

एक्सपेंस रेश्यो

-0.38% (27 May, 2026 तक)

एग्जिट लोड

1.00% जानकारी

AUM

₹ 80.12 Cr

लॉक-इन अवधि

कोई नहीं

फंड अवधि

18 वर्ष 1 माह (17 Apr 2008 से)

बेंचमार्क

न्यूनतम निवेश

एसआईपी: ₹100

शॉर्ट टर्म कैपिटल गेन्स (STCG)

यदि आप 1 वर्ष के भीतर निवेश निकालते हैं तो रिटर्न पर 20% कर

लॉन्ग टर्म कैपिटल गेन्स (LTCG)

1 वर्ष के बाद ₹1.25 लाख से अधिक रिटर्न पर 12.5% कर

ऐसेट एलोकेशन

30 अप्रैल 2025 तक

शीर्ष होल्डिंग्स

HDFC Bank

14.90%
ICICI Bank

11.09%
Axis Bank

9.58%
SBI

6.65%
Bajaj Finserv

4.60%

शीर्ष क्षेत्र

Banks

64.48%
Finance

24.38%
Financial Technology (Fintech)

3.00%
Capital Markets

2.94%
Insurance

1.01%

समान फंड की तुलना

योजना का नाम	6 महीने	1 वर्ष	3 वर्ष	5 वर्ष
Invesco India Financial Services Fund-Direct (G)	-3.45%	3.75%	18.69%	15.25%
Invesco India Financial Services Fund (G)	-4.08%	2.40%	17.14%	13.72%
Aditya Birla SL Banking&Financial Services-Dir(G)	-7.38%	-1.21%	12.05%	11.41%
Sundaram Fin Serv Opportunities - Direct (G)	-6.43%	-1.59%	14.64%	14.08%
Nippon India Banking&Financial Services-Dir(G)	-7.42%	-1.86%	13.48%	13.99%
Baroda BNP Paribas Banking&Fin Serv Fund-Dir (G)	-7.41%	-1.98%	14.14%	11.78%
Aditya Birla SL Banking&Financial Services (G)	-7.82%	-2.14%	11.00%	10.34%
UTI-Banking and Financial Services Fund - Dir (G)	-7.53%	-2.14%	12.72%	11.67%
Nippon India Banking&Financial Services (Bonus)	-7.81%	-2.70%	12.54%	13.06%
Nippon India Banking&Financial Services (G)	-7.81%	-2.70%	12.54%	13.06%

1 2 फंड

फंड	NAV	AUM (₹ करोड़ में)	फंड अवधि	एक्सपेंस रेश्यो
Invesco India Financial Services Fund-Direct (G)	₹ 167.84	0.92	13 Yrs.	1.03%
Invesco India Financial Services Fund (G)	₹ 138.85	44.17	18 Yrs.	2.13%
Aditya Birla SL Banking&Financial Services-Dir(G)	₹ 66.69	8.07	12 Yrs.	2.47%
Sundaram Fin Serv Opportunities - Direct (G)	₹ 115.64	1.28	13 Yrs.	2.60%
Nippon India Banking&Financial Services-Dir(G)	₹ 670.76	48.92	13 Yrs.	2.37%
Baroda BNP Paribas Banking&Fin Serv Fund-Dir (G)	₹ 52.22	0.20	13 Yrs.	1.82%
Aditya Birla SL Banking&Financial Services (G)	₹ 58.97	274.21	12 Yrs.	3.06%
UTI-Banking and Financial Services Fund - Dir (G)	₹ 209.43	26.29	13 Yrs.	2.90%
Nippon India Banking&Financial Services (Bonus)	₹ 609.26	3.79	23 Yrs.	2.25%
Nippon India Banking&Financial Services (G)	₹ 609.26	1,212.79	23 Yrs.	2.25%

1 2 फंड

फंड का प्रदर्शन

as on 27 May, 2026

अवधि	फंड
1 महीने	-1.67%
3 महीने	-5.04%
6 महीने	-4.98%
1 वर्ष	1.09%
3 वर्ष	14.65%
5 वर्ष	13.45%

रिटर्न

Scheme Name	1 Yr.	3 Yr.	5 Yr.
N/A	0.00%	0.00%	0.00%
Sundaram Aggressive Hybrid Fund - (G)	-3.29%	9.74%	9.28%
Sundaram Aggressive Hybrid Fund - (IDCW-M)	-3.30%	9.74%	9.36%
Sundaram Aggressive Hybrid Fund - Direct (G)	-2.25%	10.97%	10.56%
Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)	-2.25%	10.97%	10.49%
Sundaram Arbitrage Fund - Direct (G)	6.42%	7.30%	6.13%
Sundaram Arbitrage Fund - Direct (G)	3.96%	0.00%	0.00%
Sundaram Arbitrage Fund - Direct (IDCW)	3.92%	0.00%	0.00%
Sundaram Arbitrage Fund - Direct (IDCW) RI	3.92%	0.00%	0.00%
Sundaram Arbitrage Fund - Direct (IDCW-M)	6.43%	7.30%	6.13%

1 2 3 4 5 फंड

Scheme Name	1 Month	3 Month	6 Month
N/A	0.00%	0.00%	0.00%
Sundaram Aggressive Hybrid Fund - (G)	-1.71%	-3.30%	-7.19%
Sundaram Aggressive Hybrid Fund - (IDCW-M)	-1.72%	-3.30%	-7.19%
Sundaram Aggressive Hybrid Fund - Direct (G)	-1.62%	-3.05%	-6.71%
Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)	-1.62%	-3.05%	-6.70%
Sundaram Arbitrage Fund - Direct (G)	0.37%	1.38%	3.21%
Sundaram Arbitrage Fund - Direct (G)	0.10%	0.62%	1.39%
Sundaram Arbitrage Fund - Direct (IDCW)	0.10%	0.62%	1.38%
Sundaram Arbitrage Fund - Direct (IDCW) RI	0.10%	0.62%	1.38%
Sundaram Arbitrage Fund - Direct (IDCW-M)	0.37%	1.38%	3.21%